Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
82 hedge funds and large institutions have $427M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 8 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 24
1% more capital invested
Capital invested by funds: $424M → $427M (+$3.84M)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
1% less funds holding
Funds holding: 83 → 82 (-1)
33% less funds holding in top 10
Funds holding in top 10: 9 → 6 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
+$4.61M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.5M |
| 3 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$3.43M |
| 4 |
Morgan Stanley
New York
|
+$2.6M |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$1.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$7.92M |
| 2 |
TWA
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
-$3.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$3.33M |
| 4 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$2.51M |
| 5 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$1.99M |
PRFZ Hedge Fund Activity: Q2 2014 in Review
82 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) for Q2 2014, worth a combined $427M — up 0.91% from $424M a quarter earlier.
Fund positioning in PRFZ was balanced in Q2 2014: 8 funds opened new positions, 8 closed out, 32 added to existing stakes and 24 trimmed.
The largest buyer was SG Americas Securities, opening a new position worth an estimated $4.61M. The largest seller was CIBC World Market, cutting an estimated $7.92M.
- 82 institutional investors held Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) as of Q2 2014, down from 83 in Q1 2014.
- Funds reported $427M of Invesco FTSE RAFI US 1500 Small-Mid ETF stock for Q2 2014, up 0.91% quarter-over-quarter.
- 8 funds opened new Invesco FTSE RAFI US 1500 Small-Mid ETF positions in Q2 2014 and 8 closed out, a net change of 0 holders.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF buyer in Q2 2014 was SG Americas Securities, an estimated $4.61M added.
- The largest Invesco FTSE RAFI US 1500 Small-Mid ETF seller in Q2 2014 was CIBC World Market, an estimated $7.92M sold.
Based on aggregated 13F filings for Q2 2014.